See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,457 | $180,449-83.1% | $154,107-80.2% | $135,375-77.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.22% | 888.09%-893.3pp | 735.12%-740.3pp | 519.73%-525.0pp |
| Employer contribution / active EE | $9,519 | $6,035+57.7% | $5,298+79.7% | $4,779+99.2% |
| Participant deferral / active EE | $10,100 | $5,806+74.0% | $5,081+98.8% | $5,609+80.1% |
| Admin fee / account holder | $589 | $16,143-96.4% | $13,411-95.6% | $10,827-94.6% |